Schedule Supplier Invoice Notifications

Explanation

This activity is used to schedule event messages to be sent to the relevant persons on a regular basis, as the supplier invoices approach dates that require user interaction, or when the invoices reach a certain status. You can schedule notifications to be sent for various events as specified below:

• Notify New Invoices - When a new invoice is created with a posting proposal, a notification can be sent to all the authorizers connected to the posting proposal. If there are substitutes defined for a specific absent authorizer, the substitute will also be notified.
  
• Notify Invoices Due - When there are unauthorized invoices that are close to the due date, event messages can be scheduled to be sent to a dedicated user such as a ledger assistant. Event messages will be sent for invoices with posting authorization lines that are unacknowledged, waiting to be authorized, or assigned to a wrong authorizer.
  
• Notify Authorizer Invoices Due - When there are unauthorized invoices that are due for payment within a specific number of days, event messages can be scheduled to be sent to the relevant authorizers or substitutes for absent authorizers.
  
• Notify Next Authorizer - When a company uses sequential authorization as the authorization routing method, event messages can be scheduled to be sent to the person who is the next authorizer of the posting line.
  
• Notify Wrong Authorizer State - Event messages can be scheduled to be sent to a dedicated user, such as a ledger assistant, when there are invoices with a posting proposal that have lines with the wrong authorizers assigned.
  
• Notify Waiting State - When there are invoices due for payment in a specified number of days, and the posting proposal lines are in the Waiting status, event messages can be scheduled to be sent to the relevant authorizers or substitutes, in case of an absent authorizer.
• Notify Unbalanced Invoices - When there is an unbalanced invoice with a posting proposal, an e-mail notification will be sent to the authorizer(s) connected to the posting proposal. If the company uses consecutive authorization as the authorization routing method, the next authorizer will receive the notification. If the company uses parallel authorization as the authorization routing method, all the authorizers connected to the Posting Proposal will receive the notification. If there are substitutes defined for a specific absent authorizer, the substitute will also be notified.

Prerequisites

There are no prerequisites.

System Effects

As a result of this activity, notifications will be sent to the relevant persons when a specified event occurs.

Window

Notification Schedule

Related Window Descriptions

Notification Schedule

Procedure

1. Open the Notification Schedule window.
2. Select the notification event that you want to schedule.
3. Click Run to execute the event online.
4. Click Schedule to schedule the event to be run at a pre-defined time. The Create new task schedule opens. Use the wizard to schedule the event according to your requirement.